FFS

Founders Financial Securities Portfolio holdings

AUM $1.47B
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$953M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7%
2 Financials 3.4%
3 Healthcare 2.53%
4 Consumer Staples 2.18%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$460K 0.05%
4,831
+130
277
$460K 0.05%
+8,046
278
$457K 0.05%
41,543
-350
279
$450K 0.05%
4,873
-3,711
280
$447K 0.05%
13,682
+1,111
281
$442K 0.05%
2,528
-1,890
282
$431K 0.05%
10,895
-8,149
283
$430K 0.05%
1,048
-218
284
$425K 0.04%
13,190
+32
285
$419K 0.04%
4,882
-194
286
$410K 0.04%
2,099
+263
287
$405K 0.04%
+7,032
288
$400K 0.04%
5,740
-4,573
289
$400K 0.04%
2,627
-6,584
290
$385K 0.04%
13,856
-51,071
291
$381K 0.04%
4,843
-120
292
$380K 0.04%
3,328
+145
293
$379K 0.04%
1,801
-3,529
294
$373K 0.04%
5,660
+137
295
$371K 0.04%
+3,624
296
$369K 0.04%
+3,410
297
$368K 0.04%
1,726
+132
298
$367K 0.04%
+5,250
299
$365K 0.04%
3,304
300
$363K 0.04%
15,791
-290